See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,445 | $138,044-65.6% | $125,339-62.1% | $134,475-64.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -23.10% | 750.33%-773.4pp | 572.05%-595.2pp | 417.96%-441.1pp |
| Employer contribution / active EE | $5,851 | $5,243+11.6% | $4,814+21.5% | $4,740+23.4% |
| Participant deferral / active EE | $3,496 | $7,799-55.2% | $7,446-53.0% | $6,400-45.4% |
| Admin fee / account holder | $1,897 | $11,571-83.6% | $10,010-81.0% | $11,426-83.4% |